You can now assign account managers to your customers

You can now assign account managers to your customers

We’ve made customer management more streamlined for you and your team. We’ve added an ‘Account Manager’ role to the admin console. Now, you can invite a team member, assign them as an account manager, and link them to a customer. T

Managing your net worth across bank accounts

Managing your net worth across bank accounts

Handling numerous bank accounts can be a hassle so here are some tips to help you with proper management of all of your accounts:

What makes a great loan management software
Information

What makes a great loan management software

Whether you decide to build your loan software or use a LaaS platform like Lendsqr, consider these things